The DOE, Office of Science, Office of SBIR/STTR Programs is proud to announce the piloting of the Phase Shift I & II programs to continue our support of your commercialization efforts. Our team has developed a new operations-focused offering: Phase Shift II, aimed specifically at DOE SBIR/STTR Phase II awardees. Applications are closed for the pilot.All current Phase II awardees who have completed Energy I-Corps for SBIR/STTR are highly encouraged to take advantage of this opportunity to refine and strengthen your operational plans in preparation to execute on your commercialization opportunities. The Phase Shift II program deliberately builds on the body of evidence from the Phase I program to fully develop and validate your company’s business model.The Phase Shift II program is designed to focus you on the business’s cash flow management in order to:Generate revenueScale manufacturingHire and Partner effectivelyRaise funding, as needed.

NREL Lab MATCH Prize Judge

The U.S. National Science Foundation’s Innovation Corps (I-Corps™) program is an immersive, entrepreneurial training program that facilitates the transformation of invention into impact. This immersive, seven-week experiential training program prepares scientists and engineers to extend their focus beyond the university laboratory — accelerating the economic and societal benefits of NSF-funded and other basic research projects that are ready to move toward commercialization. Member of the Hub Curriculum Committee.https://www.cmu.edu/swartz-center-for-entrepreneurship/education-and-resources/project-olympus/olympus-eirs/index.htmlCarnegie Mellon University is part of the Mid-Atlantic Hub led by the University of Maryland:https://www.midatlanticicorps.com/

Dual-EIR roles in both the Innovation Commercialization Fellows Program, which accelerates the commercialization of university research and technologies, fostering entrepreneurship among graduate students, postdoctoral fellows, and research assistants, and at the Olympus Incubator Program, the entrepreneurial development center of Carnegie Mellon University, and serve as its I-Corps instructor in the Mid-Atlantic Hub.https://www.cmu.edu/swartz-center-for-entrepreneurship/education-and-resources/innovation-fellows/current-fellows.htmlhttps://www.cmu.edu/swartz-center-for-entrepreneurship/education-and-resources/project-olympus/olympus-eirs/index.html

Acted as a portfolio managing director within the commercialization program, as well as an originator of deal flow at LifeX, an accelerator and capital growth platform for health and life sciences technologies emerging from the mid-Atlantic ecosystem. Personally managed, advised, and coached a pharmaceutical startup that became the first portfolio investment of LifeX.

Principal consultant for corporate finance, capital formation, strategy, executive development, and business advisory services for technology transfer and commercialization spinouts in SaaS, AI, machine learning, green energy - liquid hydrogen, life sciences, manufacturing, defense, agribusiness, healthcare, and medical device. Experts in executive coaching and strategy development, talent development, interim CEO, CFO, systems, process, data, customer and operational analytics, digital marketing, and social media strategy. Serving a coast-to-coast footprint, Free Vector has offices in Seattle, Palm Desert, and Boseman.

Doing business as LaSalle Capital Markets, Inc., recruited to originate and execute municipal and corporate finance investment banking transactions in eastern U.S. Transactions included municipal, corporate, higher education, healthcare, state-level agency, and authority transactions.

Recruited to create and implement innovative business plan focusing on automotive sector transactions and assets for the Private Wealth Management Group.

Recruited to head both Fixed Income and Public Finance within the Investment Banking and Capital Markets Group of the portfolio company and regional broker/dealer, Roney and Company, including investment banking for municipal/public finance transactions and corporate finance/industrial development bonds, taxable and tax-exempt trading, underwriting and institutional sales. Appointed to firm's Executive Committee.

Recruited to originate and execute, as a senior investment banker for broker/dealer firm doing business as McDonald and Company Securities, Inc., public and corporate finance bond transactions for municipalities, manufacturing companies, as well as education, healthcare, and agribusiness clients.

Recruited to head Public Finance investment banking practice at Detroit-based regional broker-dealer firm, Roney & Company (now part of Raymond James & Associates, Inc.). Member of the firm' Due Diligence Committee.

Recruited to build and lead public finance investment banking business for regional broker-dealer firm.

Originally broker/dealer firm First of Michigan Corporation, a regional Michigan and New York-based investment bank.

2 World Trade Center, 74th Floor

Developed Progressive's profitable Florida Winnebago RV insurance product.

Product development team for Progressive's Honda Gold Wing Motorcycle highly profitable insurance program. First exposure to the practical use of digital data analytics.